Christopher William Jones
Investment Adviser Representative at First Citizens Investor Services, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Christopher William Jones is an investment adviser representative with First Citizens Investor Services, Inc. in Charleston, SC, where they have been registered since 2021. They have worked in the securities industry since 2013 and have been registered with 4 firms, including Truist Advisory Services, Inc. and Bb&t Securities, LLC. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in South Carolina.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- South Carolina
- Broker:
5 states and territories
Florida, Georgia, New York, North Carolina, South Carolina
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Bb&t BANKAug 2015 – Jan 2019Murrells Inlet, SC
- BbtisAug 2015 – Sep 2021Charlotte, NC
- Bb&t Securities, LLCJan 2018 – Sep 2021Richmond, VA
- Bb&tJan 2019 – Sep 2021Murrells Inlet, SC
- Truist Investment Services, Inc.Feb 2021 – Sep 2021Murrels Inlet, SC
- Truist Advisory Services, Inc.Feb 2021 – Sep 2021Atlanta, GA
- First Citizens Investor ServicesSep 2021 – no end date reportedRaleigh, NC
- First Citizens BankSep 2021 – no end date reportedCharleston, SC
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About First Citizens Investor Services, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Firm account minimum
- $5,000
- First $100,0001.30%
- Next $150,0001.20%
- Next $250,0001.05%
- Next $500,0000.90%
+7 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 394
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Raleigh, NC
- SEC file number:
- 801-57302
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 17, 2026
View full firm profileOther advisors at First Citizens Investor Services, Inc.
Showing 12 of 394 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Christopher William Jones has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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